ReqMe uses AI to help you create professional proposals quickly. This guide explains how to generate, customize, and send proposals to clients.
Starting a Proposal #
Open a request and click Create Proposal. ReqMe offers two options — Create with AI and Create Manually:
- AI-Generated – Let AI draft the proposal based on request details
- Manual – Build the proposal yourself from scratch
AI Proposal Generation #
When you choose AI generation, ReqMe analyzes the request details, your service offerings, and your business context to draft a complete proposal. The AI considers:
- What the client asked for
- Your defined services and pricing
- Your company information
- Industry-standard proposal structure
Generation typically takes a few seconds. Review the draft carefully before sending.
Customizing Your Proposal #
Edit any section of the generated proposal:
- Introduction – Your opening, and what you understood the customer to need
- Services – What you will deliver
- Timeline – When, and in what order
- Notes – Anything that does not belong elsewhere
- References – Prior work worth pointing at
- Timeline – Project milestones and deadlines
- Terms – Payment terms, validity period
Add, remove, or reorder sections as needed. The rich text editor supports formatting, lists, and tables.
Previewing and Sending #
Click Preview & Send to see how the proposal will appear to your client. Check formatting, pricing calculations, and overall presentation.
When ready, confirm with Confirm & Send. The client receives an email notification with a link to view and respond to your proposal.
Tracking Proposal Status #
Monitor proposals from your dashboard. See which are pending review, accepted, or declined. When a client accepts, ReqMe prompts you to create a contract to formalize the agreement.
Setting a validity date #
A proposal can carry a date after which it can no longer be accepted. This is the quietest way to create a reason to decide — an open-ended quote invites indefinite thinking.
Once that date passes the proposal expires and the client cannot accept it. You cannot revive it for them; you send a new one with a new date. That is deliberate: a price you quoted six weeks ago may not be one you still want to honour.
Leave the date empty and the proposal stays open indefinitely.
Requiring a signature, or not #
You choose per proposal whether accepting it needs a signature.
With a signature the client signs in their browser and ReqMe records the full evidence — who signed, when, and what they were shown. Use this where the proposal is effectively the agreement.
Without one the client accepts with a click. Faster, lighter, and appropriate for an indicative quote that a contract will follow.
Decide by what the document is. If the work starts on the strength of this document alone, require the signature.
After you send it #
The proposal’s status tells you where things stand: sent and waiting, accepted, put on hold, rejected, or expired. Whether the customer opened it is shown separately, as a last-viewed time. Opened-and-ignored is a different problem from never-opened — the first is usually the price or the scope, the second is usually the inbox.
If it goes quiet you can send a follow-up in your own words against the same proposal, so the client does not have to connect a separate email to anything. Two, spaced a few days apart, is about the limit of what helps.
Where a client rejects a proposal and gives a reason, it is stored with it. Those reasons are worth reading in a batch — they say more about your pricing and positioning than any single deal does.
Need help? #
If this page did not answer your question, send it to us. Tell us what you were trying to do and what happened instead — that is usually enough for us to spot the problem straight away.
Prefer email? hi@reqme.co
